Sales Stage (Window ID-53154)

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Window: Sales Stage

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Tab: Sales Stage

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Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_SalesStage.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_SalesStage.AD_Org_ID numeric(10) Table Direct
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_SalesStage.IsActive character(1) Yes-No
Search Key	Search key for the record in the format required - must be unique	A search key allows you a fast method of finding a particular record. If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).	C_SalesStage.Value character varying(60) String
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_SalesStage.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_SalesStage.Description character varying(255) String
Probability			C_SalesStage.Probability numeric Amount
Closed Status	The status is closed	This allows to have multiple closed status	C_SalesStage.IsClosed character(1) Yes-No
Won	The opportunity was won		C_SalesStage.IsWon character(1) Yes-No

Tab: Opportunity

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Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_Opportunity.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_Opportunity.AD_Org_ID numeric(10) Table Direct
Document No	Document sequence number of the document	The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>". If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).	C_Opportunity.DocumentNo character varying(60) String
Business Partner	Identifies a Business Partner	A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson	C_Opportunity.C_BPartner_ID numeric(10) Search
User/Contact	User within the system - Internal or Business Partner Contact	The User identifies a unique user in the system. This could be an internal user or a business partner contact	C_Opportunity.AD_User_ID numeric(10) Table Direct
Campaign	Marketing Campaign	The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign.	C_Opportunity.C_Campaign_ID numeric(10) Table Direct
Sales Representative	Sales Representative or Company Agent	The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.	C_Opportunity.SalesRep_ID numeric(10) Table
Sales Stage	Stages of the sales process	Define what stages your sales process will move through	C_Opportunity.C_SalesStage_ID numeric(10) Table
Probability			C_Opportunity.Probability numeric Amount
Expected Close Date	Expected Close Date	The Expected Close Date indicates the expected last or final date	C_Opportunity.ExpectedCloseDate timestamp without time zone Date
Opportunity Amount	The estimated value of this opportunity.		C_Opportunity.OpportunityAmt numeric Amount
Currency	The Currency for this record	Indicates the Currency to be used when processing or reporting on this record	C_Opportunity.C_Currency_ID numeric(10) Table Direct
Description	Optional short description of the record	A description is limited to 255 characters.	C_Opportunity.Description character varying(255) String
Comments	Comments or additional information	The Comments field allows for free form entry of additional information.	C_Opportunity.Comments text Text
Close Date	Close Date	The Start Date indicates the last or final date	C_Opportunity.CloseDate timestamp without time zone Date
Cost	Cost information		C_Opportunity.Cost numeric Amount

Tab: Translation

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Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_SalesStage_Trl.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_SalesStage_Trl.AD_Org_ID numeric(10) Table Direct
Sales Stage	Stages of the sales process	Define what stages your sales process will move through	C_SalesStage_Trl.C_SalesStage_ID numeric(10) Search
Language	Language for this entity	The Language identifies the language to use for display and formatting	C_SalesStage_Trl.AD_Language character varying(6) Table
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_SalesStage_Trl.IsActive character(1) Yes-No
Translated	This column is translated	The Translated checkbox indicates if this column is translated.	C_SalesStage_Trl.IsTranslated character(1) Yes-No
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_SalesStage_Trl.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_SalesStage_Trl.Description character varying(255) String